Jeff Moshier

Experience

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  Cartus

  Oct 1995 - Mar 2002

  Relocation Accounting Manager

  Real Estate - Relocation | ReportingLed team of 20-25 people in providing relocation accounting/payroll services for corporate clients in highly measured/monitored customer service environment.•Scaled team from 10 to 50 people to deliver stellar service for corporate clients.•Participated in quarterly client presentations and client prospect sales meetings.•Personal acumen led to rapid increase of responsibilities and several promotions.•Achieved Certified Relocation Professional (CRP) designation. Show less

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  Title Resource Group

  Apr 2002 - Oct 2019

  Senior Director Of Operations

  Real Estate - Relocation - Title & Closing | Finance, Planning & Analysis | ReportingRelocation Team-Directed all facets of the team including strategic/financial planning, reporting, annual budgeting, setting optimal staffing levels and driving growth/efficiency initiatives.•Ensured operational efficiency and exceptional service results throughout all levels of team via productivity reporting and timeliness monitoring.•Managed national closing/title office network of 100+ offices including onboarding.•Performed client RFP’s and client audit engagements.•Supported Title Resources (Underwriter) Senior Leadership and Sales Team with monthly/quarterly/ad hoc reporting and pro-forma analysis. Annual budgeting/planning. Roll-up of 300+ diverse company-owned and independent national agents.•Promoted positive and rewarding team environment through periodic team huddles, skip level meetings, pulse surveys and celebrating successes.•Developed and maintained close relationships with multiple client contacts in a highly competitive/customer-service-driven environment.Finance Team-Managed financial reporting for 25-30 diverse regional closing/title companies including all budgeting, forecasting and staffing models in a start-up like environment.•Contributed to IT systems, staffing structure and culture conversion for several legacy companies onto one consistent platform to standardize/maximize efficiency and profitability. Show less

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  Gold Star Mortgage Financial Group

  Apr 2020 - Jun 2020

  Branch Production Manager

  Drove loan production through the milestone process utilizing Encompass. Wrote historical/forecast reports for funding, completion and estimated closings in Encompass. Supported 5 high producing loan originators to ensure a timely/seamless closing experience for clients. Researched property tax and HOA issues to avoid closing delays. Worked side by side with a highly successful branch manager/owner. Passed SAFE Mortgage Loan Originator Test - National Component with Uniform State Content including CA certification. Show less

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  Resurgence Behavioral Health

  Jun 2020 - Apr 2021

  Vice President of Field Finance

  Developed and managed finances/budgets for field operations, enterprise-wide cash flow analysis, revenue forecasting, investor due diligence, revenue cycle management, company acquisition/development analysis, coordinate company insurance policies and project implementation manager.• Project lead for the organization's implementation of a new HRIS solution (Paycom), rollout of a national food program (US Foods) and utilization of a fleet management partner (Enterprise Fleet Management).• Established and monitored a long-term business development plan and strategic goals.• Implemented the team incentive program to drive key metric improvement considered vital to the organization.• Responsible for the Business Intelligence reporting team in driving data driven decisions. Show less

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  WFG National Title Insurance Company

  Apr 2021 - now

  Finance Director

  • Acquisition / JV diligence• Budgeting / Forecasts• Strategic finance reporting continuance, design and implementation• Monthly / Quarterly MD&A• Partner with operational management to assist and ensure metric-driven, quantitative KPI and qualitative goals are achieved, including measurement and adjustment as needed• Profitability analyses of client, agent and sales representative relationships• Analysis of claims and other loss experience, and actuarial analyses; establish procedures, training and reporting for mitigation• Analysis of products and rates, and corresponding profitability; coordinate with Forms and Rates group, Underwriting, and Finance to complete new filings• Various spend analyses, including operational, technology and corporate departments• Sales and other compensation review, design and subsequent analysis• Automate incentive-based compensation• Facilitate technology systems process and control improvements; serve as ‘translator’ between Ops, Finance & IT• Finance / Operations’ troubleshooter resource• Ad hoc reporting and other projects with Exec mgmt., Investors, Legal dept., Auditors, Regulators & Others (internal and external) Show less